Meet the team
Independently owned and run

Our Latest News

Market Commentary: News at Ten (Days)

March 10, 2026
Over the past ten days, geopolitical tensions involving Iran have remained a key focus for global investors. While the situation continues to evolve, markets have so far responded in a fairly predictable manner, reflecting both the seriousness of the developments and the diversified sources of global economic resilience. Read more

Market Commentary – Breaking News: The War in Iran

March 5, 2026
Over the weekend, the US and Israel have mounted a military campaign against the Iranian regime. This has triggered a sharp, immediate shift into risk‑off positioning, with markets pricing in fears of wider regional escalation and potential disruption to the Strait of Hormuz, a chokepoint for up to 20 million barrels of oil per day. Read more

Market Commentary: Monthly Bulletin January 2026

February 4, 2026
January 2026 opened the year with a complex blend of optimism, caution, and structural shifts across global markets. Read more

2025 End of Year Market Commentary – Mad World

January 15, 2026
At times, it felt in 2025 as though we had slipped into another dimension. The Boolers’ Investment Committee often found itself debating issues in global economics and geopolitics that would have seemed unimaginable only months before. Read more

Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

 Read more

Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

 Read more

Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

 Read more

“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey